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Why You Are the Best Manager of Your Own Retirement Money

Why You Should Consider an Annuity as Part of an Overall Financial Plan

Top Reasons for Advisors To Choose a Niche (And How To Get Started) With Natalie Hales

Why Investors Should Be Bearish About the New Bull Market

Jul 05, 2023 by Guest Contributor

If the current bull run – fuelled by just a few big tech names – is going to survive, continued broadening may be a necessity. #markets

China Slowdown Continues and the UK Faces the Biggest Inflation Problem Among the G7 Group of Nations

Jul 05, 2023 by Guest Contributor

China’s economy loses more steam with a key services snapshot showing a sharp slowdown in activity in June. #china #economy

Keeping Your Balance as the Credit Cycle Turns

Jul 05, 2023 by Alliance Bernstein

Striking the right balance between interest-rate and credit risk can be a good idea in the late stages of a credit cycle. #markets #credit

Investors Now Have Responsibility To Consider ESG as Global Temps Hit Record High

Jul 05, 2023 by Guest Contributor

As global temperatures hit a record high, every investor now has a responsibility to consider #ESG investments #investing #ESG

What Is the Outlook for Capital Spending?

Jul 05, 2023 by J.P. Morgan Asset Management

Slower economic growth, higher interest rates and tightening credit conditions are likely to weigh on CapEx. #recession #markets

The Investing “Truth” No One Wants To Hear

Jul 05, 2023 by Stephen McBride

This truth explains why most investors struggle to make any real money in the stock market, while a few achieve life-changing gains.

Why Didn’t My Client Call Me?

Jul 05, 2023 by Tony Vidler

There must be another reason then for them doing business elsewhere that they could have done with you, right? #advisors #business

Letting Go: A Transition in Leadership

Jul 05, 2023 by Advisorpedia Media Group

Advisorpedia talked with Rick Dennen, Founder & CEO of Oak Street Funding, live at the 2023 INSITE conference in Orlando, Florida

Do Professionals Need To Look For More Clients?

Jul 05, 2023 by Bryce Sanders

Do professionals need to look for more clients? Why is this question important? #advisors #business #growth

AI Not Advisor Replacement, but Could Be a Helper

Jul 05, 2023 by Todd Shriber

Outlook for advisors vis a vis AI isn’t as dour as initially expected. If anything, advisors can harness AI to improve their practices. #AI #advisors

Here’s What Financial Advisors Gain From Embracing Difficult Clients

Jul 05, 2023 by CircleBlack

Sometimes, the best course of action is to simply embrace the dissonance by challenging your own assumptions about what’s right. #views

Generation Fearless | Austin Kunzler

Jul 05, 2023 by Generation Fearless

Advisorpedia has taken the opportunity to interview the next generation of financial professionals and leaders to gather their unique perspectives

Clients View Money and Wealth Differently

Jul 05, 2023 by Todd Shriber

Rare is the person that is widely viewed as wealthy without a lot of money. However, the definition of wealth is evolving. #wealth #advisors

Will The S&P 500 Index Enter a Bull Market In July?

Jul 04, 2023 by Finscreener

Market traders predict that the Fed will start raising interest rates again at its policy meeting in July. #markets #investing

5 Quotes From Entrepreneurs Who Didn’t Enjoy the Ride

Jul 04, 2023 by Martin Zwilling

Indications of a victim mentality in a person’s thought process. Here are some key ones he mentioned, applied to the entrepreneurial environment.

Recession Risk Remains

Jul 04, 2023 by Rupert Thompson

Global equities have continued their recent choppy performance, rising some 2% last week and reversing their drop the previous week. #recession

Markets To Welcome Yellen’s Trip To Beijing To Calm Us-China Tensions

Jul 04, 2023 by Guest Contributor

The US Treasury Secretary’s trip to China this week will be a hit with investors around the world. #China #US #investing

Freedom From Fear

Jul 04, 2023 by Ayelet Baron

Can we replace fear with freedom in our minds? We could create a life filled with love and creativity. #fear #freedom

Travel Insurance: Don’t Leave the Country Without It

Jul 03, 2023 by Rick Kahler

Your U.S. health insurance and Medicare almost never cover medical expenses when out of the country. #travel #health

SBL Could Be Attractive Option for Clients in Need of Cash

Jul 03, 2023 by Todd Shriber

A client calls or comes into the office facing either a large, unexpected expense or an equally hefty long-term, planned purchase. #cash

Beyond the Whirlwind of Stress

Jul 03, 2023 by Ayelet Baron

The last few days have been a whirlwind of stress. Amidst the turmoil, I felt the need to connect with my inner self. #stress

The Wagner Mutiny: Unravelling the Threads of Russia’s Intricate Tapestry (Part 2)

Jul 03, 2023 by Golden Meadow

More about the global perspective of the mutiny, China’s strategic POV, and oil market's role in the current economic health. #views #markets

As Bullish As It Gets

Jul 03, 2023 by Monica Kingsley

S&P 500 didn‘t look back following the tame core PCE report, clearly betting on no recession and Fed to declare victory against inflation.

How Simple Can You Make Your Business?

Jul 03, 2023 by Shep Hyken

Simplify the Customer Experience I love good barbeque. I live in St. Louis, which is famous for some of the best BBQs in the world! Really! #CX #advisors

3 Rules for Activating Your Social Media Superpowers on LinkedIn

Jul 03, 2023 by Timothy Hughes

When it comes to social media thought leadership, LinkedIn is the place to be for business leaders. #leaders #LinkedIn #advisors

ASAN: Down 84% From Record Highs, Is Asana a Buy Right Now?

Jul 03, 2023 by Finscreener

ASAN stock is currently priced at $22.5, which is still 84% below record highs. Let’s see if ASAN stock is a buy, sell, or hold right now. #stock

Will Silver’s 200-Day MA Break?

Jul 03, 2023 by Alex Demolitor

As the white metal hangs on for dear life, the fundamentals continue to grow more ominous. #silver #investing #markets

Social Security’s Horrendous Financial Abuse

Jul 03, 2023 by Laurence Kotlikoff

Recipients living in constant fear of having benefits received for years, if not decades, clawed back in part or in full. #NCRetirementCenter

Considering History Lessons in AI Hysteria

Jul 03, 2023 by Todd Shriber

The point of emphasis is that history lessons are meaningful when it comes to tech bubbles and the related prognostications. #AI

Dare to Imagine

Jul 03, 2023 by Advisorpedia Media Group

Advisorpedia talked with Ainslie Simmonds, President of Pershing X, at the 2023 INSITE conference in Orlando, Florida. #pershingx

Improve Communication, Improve Investment Decisions With Sean Brown

Jul 03, 2023 by Power Your Advice

How YCharts is improving communication between clients and advisors, ultimately allowing for better investment decisions to be made. #advisors

Student Loan Repayments – Will It Start the Recession?

Jul 03, 2023 by Lance Roberts

When you account for the size of the debt outstanding, the impact on personal spending in the future is significant. #studentdebt

Unlock the Power of Alternatives: Separate Your Practice From Your Peers

Jul 03, 2023 by Guest Contributor

A goldmine for those interested in alternative seed-stage investments and the changing landscape of the investment world. #invest #alts

Generation Fearless | Sophia Buffalini

Jul 03, 2023 by Generation Fearless

Advisorpedia has taken the opportunity to interview the next generation of financial professionals and leaders to gather their unique perspectives

Best Referral Sources for Financial Advisors

Jul 03, 2023 by Don Connelly

The one sure way to establish a steady stream of qualified prospects. Here are five of the best referral sources financial advisors can develop. #growth

11 Most Read Articles of the Week!

Jul 01, 2023 by Douglas Heikkinen

11 Most Read Articles of the Week! #financialadvisors #wealthmanagement #investing #stocks #finance #business

Maximizing Inheritance Investments for a New Client

Jun 30, 2023 by Devin Partida

Aging generations are leaving more to their heirs, meaning managing inheritance investments effectively is more critical than ever. #inheritance

Is Meaningful Time Off Truly Possible for Financial Advisors?

Jun 30, 2023 by CircleBlack

Research consistently shows that people who take time to rest are more productive and engaged at work. #time #rest

The Bullish Reversal in Gold is Coming

Jun 30, 2023 by Golden Meadow

I get a bearish signal, you get a bearish signal, bearish signals for everyone! Yes – we just saw another one. #investing #gold

Does Your Brand Downplay the Voice of the Customer?

Jun 30, 2023 by Annette Franz

Impact on customer experience if the voice of the customer isn’t infused into designing and delivering a great contact center experience.#CX #advisor

The Wagner Mutiny: Unravelling the Threads of Russia’s Intricate Tapestry (Part 1)

Jun 30, 2023 by Golden Meadow

Mutiny in Russia has sent ripples through the geopolitical landscape. This article delves into the intricate details of the event, its implications.#Russia

Navigating Uncertainty: Investment Headwinds and Tailwinds for the Second Half of 2023

Jun 30, 2023 by Guest Contributor

They must be prepared to navigate through significant headwinds while capitalizing on the tailwinds that offer promising prospects. #investing

The State of the Asset Management Industry

Jun 30, 2023 by Bill Hortz

Product and operational consideration sessions regarding retail alternatives, exchange-traded funds, and middle office processes are highlighted below.

The Long-Term View on Interest Rates: Inputs Are Shifting

Jun 30, 2023 by Guest Contributor

We believe this dynamic warrants examining, because so many factors impacting interest rates have shifted in recent years. #views #US

Inflation Is Playing Out in Retirement Expectations

Jun 30, 2023 by Todd Shriber

Not surprising that in 2023, investors believe they need more money to have a comfortable retirement than they did last year. #NCRetirementCenter

Get Ready for One of the Greatest Investing Manias in History

Jun 30, 2023 by Stephen McBride

History tells us stocks usually bottom and move higher when inflation starts falling. That means the time to buy is now. #stocks

Creating Productivity and Employee Engagement

Jun 30, 2023 by Advisorpedia Media Group

Advisorpedia talked with Ben Harrison, Head of Wealth Solutions at BNY Melon | Pershing, at the 2023 INSITE conference in Orlando.

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